Fund Overlap

See which holdings any two equity ETFs have in common, along with top differences in exposure.


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41

Number of overlapping holdings

33.1%

% of MTUM's 125 holdings also in SPMO

41.0%

% of SPMO's 100 holdings also in MTUM

Overlap by Weight
Sector Drift (MTUM minus SPMO)
Overlapping Holdings

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Company Weight
in MTUM
Weight
in SPMO
Overlap
EXXON MOBIL CORP 4.4% 8.6% 4.4%
ELI LILLY & CO 3.9% 8.7% 3.9%
MERCK & CO. INC. 3.7% 7.9% 3.7%
GILEAD SCIENCES INC 1.2% 1.9% 1.2%
VERTEX PHARMACEUTICALS INC 0.8% 1.6% 0.8%

Position Highlights (Non-Overlapping Exposures)
MTUM Overweight Relative to SPMO
NVIDIA CORP 6.2%
META PLATFORMS INC 5.4%
MICROSOFT CORP 5.2%
BROADCOM INC. 4.3%
GENERAL ELECTRIC COMPANY 2.4%
NETFLIX INC 2.3%
ORACLE CORP 2.2%
LINDE PLC 2.2%
STARBUCKS CORP 2.1%
MCDONALD'S CORP 2.1%
MTUM Underweight Relative to SPMO
CHEVRON CORP -5.5%
ELI LILLY & CO -4.8%
EXXON MOBIL CORP -4.3%
MERCK & CO. INC. -4.2%
ABBVIE INC -3.1%
CONOCOPHILLIPS -2.4%
BRISTOL-MYERS SQUIBB CO -2.2%
CATERPILLAR INC -2.0%
CIGNA CORPORATION -1.9%
T-MOBILE US, INC. -1.8%
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